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2026-07-09 22:10:04 CEST

Assaf 🌴 on Nostr: “The market is pricing AI as a technology cycle when its actual anatomy is that of ...

“The market is pricing AI as a technology cycle when its actual anatomy is that of a credit-driven real estate cycle … This is not a software business that happens to own servers. It is a real estate business that happens to compute.”
https://www.groundbrkr.com/p/the-second-derivative-why-no-one